APISX Mutual Fund

APISX Mutual Fund

NAV$10.57
See how much of APISX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.19%
3 Months
-0.16%
6 Months
+1.16%
YTD
+1.74%
1 Year
+3.26%
3 Years (annualized)
+4.95%
5 Years (annualized)
+2.76%
10 Years (annualized)
+3.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APISX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.74%
Peer Avg (YTD)
+0.12%
vs Peers
+1.62%

APISX Mutual Fund Performance

APISX performance across multiple time periods: 1-month 0.19%, YTD 1.74%, 1-year 3.26%, 3-year 4.95%, 5-year 2.76%, 10-year 3.05%.

APISX returns outperform the peer average of 0.12% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

APISX vs another fund shows side-by-side returns. APISX alternatives are available in the Mutual Fund Screener.